Configure Salesforce Around the Way Your Business Works
Start with one focused Salesforce setup, connect multiple clouds around a business goal or build an advanced customer platform designed for control, adoption and scale.
Clearly scoped service packages
Business-specific architecture
Permissions and automation
Testing, documentation and handoff
Choose Your Starting Point
One Platform. Three Ways to Build.
Start with one focused Salesforce capability, a connected business solution or an advanced implementation built for complex data, teams and processes.
Choose a Package Category
Choose One Salesforce Capability
Salesforce Core CRM & Cloud Setups
One focused area of Salesforce professionally planned, configured, tested, documented and prepared for everyday use.
Salesforce licenses purchased separately
CRM Foundation
Salesforce CRM Setup & Customization
Build a scalable CRM for a growing or established organization that needs structured access, flexible data and a disciplined sales process.
Objects and field setup
Sales process configuration
User access structure
Reports and dashboards
Small Business CRM
Salesforce Starter & Pro Suite Setup
Configure an all-in-one Salesforce foundation for a small business using the sales, service, marketing and commerce tools available in its selected suite.
Customer and lead foundation
Sales, service and marketing setup
Users, routing and essential reporting
Sales
Salesforce Sales Cloud Setup
Create a structured lead-to-opportunity system for sales ownership, activity, forecasting and management visibility.
Lead, account and opportunity structure
Stages, ownership and sales automation
Forecasting, reports and dashboards
Customer Service
Salesforce Service Cloud Setup
Build an organized customer-service environment for receiving, routing, resolving and measuring support requests.
Case, queue and console configuration
Routing, escalation and productivity tools
Knowledge and service reporting
Marketing
Salesforce Marketing Cloud Next Setup
Prepare a connected marketing foundation for audience segmentation, campaigns, customer journeys and performance visibility.
Data, audience and consent foundation
Campaign and journey configuration
Testing, activation and reporting
B2B Marketing
Salesforce Account Engagement Setup
Connect B2B lead capture, qualification and nurture with the sales team using Salesforce Account Engagement.
Forms, landing pages and campaign structure
Scoring, grading and segmentation
Sales alignment and attribution reporting
Digital Experience
Salesforce Experience Cloud Portal Setup
Create a secure customer or partner experience connected to the right Salesforce records, processes and support resources.
Portal structure and branded navigation
Roles, sharing and record visibility
Cases, knowledge and self-service flow
Field Operations
Salesforce Field Service Setup
Connect work orders, scheduling, dispatch and mobile execution for teams delivering service outside the office.
Work orders and service territories
Scheduling, dispatch and resource setup
Mobile workflow and operational reporting
Revenue Operations
Salesforce Revenue Cloud Setup
Structure products, pricing, quotes, approvals and revenue handoffs around a controlled commercial process.
Product, price and catalog architecture
Quote, approval and contract journey
Revenue visibility and handoff controls
Unified Data
Salesforce Data 360 Foundation Setup
Prepare a trusted data foundation for unified customer profiles, activation and future Salesforce AI use cases.
Source and data-model planning
Identity and profile foundation
Activation, access and governance setup
Agentic AI
Salesforce Agentforce Setup & Guardrails
Configure one controlled Agentforce use case with defined topics, trusted actions, data access and human escalation.
Use case, topics and instructions
Actions, permissions and data grounding
Testing, guardrails and human handoff
Automation
Salesforce Flow Automation Setup
Replace repetitive work with controlled Salesforce flows, approvals, notifications and guided user actions.
Process and exception mapping
Record-triggered or screen flows
Approvals, testing and documentation
Analytics
Salesforce Reports & Dashboards Setup
Turn Salesforce records into focused reporting for pipeline, activity, service, conversion and leadership decisions.
KPI and measurement plan
Custom reports and dashboards
Folders, access and validation
Connected Around a Business Goal
Salesforce Business Solutions
Several Salesforce capabilities configured as one governed operating journey, with shared data, automation and reporting.
Connected architecture + implementation
Small Business Foundation
Salesforce Small Business Growth Suite
Create one connected customer-management foundation for a growing team using Salesforce Starter or Pro Suite.
Starter or Pro SuiteSalesServiceMarketingFlow
Customer, lead and pipeline foundation
Sales and service operating journeys
Essential automation and reporting
Sales Operations
Salesforce Lead-to-Revenue Suite
Move leads through qualification, opportunity management, approval and forecast visibility in one governed sales system.
Sales CloudLeadsOpportunitiesFlowForecasting
Lead routing and qualification
Opportunity, activity and approval structure
Forecasting and management dashboards
Connected Demand Generation
Salesforce Marketing-to-Sales Growth Suite
Connect campaign capture, qualification, nurture and sales follow-up around one measurable revenue journey.
Select the right starting point today and expand your Salesforce environment as your data, processes, teams and customer journeys grow.
01
Choose Your Package
Select one focused setup, a connected business solution or a premium implementation program.
02
Complete Discovery & Onboarding
Share your goals, users, data, permissions, customer journey, Salesforce licenses and current environment.
03
Receive a Launch-Ready System
We configure, test, review, document and refine the agreed scope before administrator handoff and team enablement.
Not Sure Which Salesforce Package You Need?
Tell us what your organization needs to manage. We will help identify whether to start with one focused setup, a connected solution or a premium Salesforce implementation.
Salesforce licenses, usage, data storage, email, telephony, AI consumption, AppExchange apps, payment processing and third-party charges are separate. Features depend on the client's purchased editions and licenses. These are independent KIZILCO service packages. Salesforce is a trademark of Salesforce, Inc.; KIZILCO is not affiliated with or endorsed by Salesforce, Inc.